Martin Schoeffel Portfolio
Invests via LGT Fund Management Co. Ltd. | Managed by Martin Schoeffel
Invests via LGT Fund Management Co. Ltd.
Managed by Martin Schoeffel
Automatically Tracked
Martin Schoeffel Profile
With a robust background in technology and finance, Martin Schoeffel has established himself as a prominent figure in the investment community. His extensive experience encompasses executive roles within innovative companies, where he has driven growth strategies and operational excellence. Through his unique blend of entrepreneurial spirit and institutional expertise, he contributes valuable insights to emerging sectors that bridge technology and finance. Additionally, his active engagement with startups highlights his commitment to nurturing disruptive ideas while ensuring scalable business models. As a strategic leader dedicated to advancing market opportunities, Schoeffel plays a crucial role in shaping the future landscape of investment ventures.
With a robust background in technology and finance, Martin Schoeffel has established himself as a prominent figure in the investment community. His extensive experience encompasses executive roles within innovative companies, where he has driven growth strategies and operational excellence. Through his unique blend of entrepreneurial spirit and institutional expertise, he contributes valuable insights to emerging sectors that bridge technology and finance. Additionally, his active engagement with startups highlights his commitment to nurturing disruptive ideas while ensuring scalable business models. As a strategic leader dedicated to advancing market opportunities, Schoeffel plays a crucial role in shaping the future landscape of investment ventures.
Investment Philosophy & Strategy
The evolution of investment strategies thrives on innovative thinking, a realm where Martin Schoeffel excels. By focusing on transformative technologies and their intersection with finance, he seeks opportunities that can redefine industry standards. His approach emphasizes identifying early-stage ventures capable of significant impact, harnessing entrepreneurial insights to bolster growth trajectories. Moreover, the dedication to fostering scalability enables effective capital allocation across diverse sectors. This dynamic framework encourages engagement with groundbreaking concepts while maintaining an eye for sustainable operational practices.
The evolution of investment strategies thrives on innovative thinking, a realm where Martin Schoeffel excels. By focusing on transformative technologies and their intersection with finance, he seeks opportunities that can redefine industry standards. His approach emphasizes identifying early-stage ventures capable of significant impact, harnessing entrepreneurial insights to bolster growth trajectories. Moreover, the dedication to fostering scalability enables effective capital allocation across diverse sectors. This dynamic framework encourages engagement with groundbreaking concepts while maintaining an eye for sustainable operational practices.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
76.63%
Gain +1.73%
Monthly
0.43%
Yearly
5.23%
Drawdown
32.82%
$2.64B
Equity
Holdings
$2.64B
Investment
$2.17B
$370.87M
Profit +$30.15M
Realized
-$98.99M
Unrealized
$469.86M
Dividends
$39.48M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.73%
Profit
$30.15M
Win %
67%
This Week
Compared To Last Week
Gain
0.12%
Profit
$3.23M
Win %
67%
This Month
Compared to last month
Gain
-1.06%
Profit
-$28.13M
Win %
67%
This Year
Compared to last year
Gain
15.17%
Profit
$347.67M
Win %
66%
LITE Lumentum Holdings Inc.
+5.38%
+$803,655.54 
BABA Alibaba Group Holding Limited SP ADR
+4.63%
+$17,976.28 
ALHC Alignment Healthcare, Inc.
+4.17%
+$234,522 
TER Teradyne, Inc.
+3.55%
+$7,782.6 
MRVL Marvell Technology, Inc.
+3.38%
+$285,843.14 
HUBS HubSpot, Inc.
+2.99%
+$36,911.71 
ELV Elevance Health, Inc.
+2.62%
+$139,343.52 
INTC Intel Corporation
+2.45%
+$156,364.25 
VZLA Vizsla Silver Corp.
+2.44%
+$15,000 
YOU Clear Secure Inc.
+2.21%
+$95,976 
AMD Advanced Micro Devices, Inc.
+2.2%
+$491,513.25 
WDC Western Digital Corporation
+2.15%
+$706,261.85 
ISRG Intuitive Surgical, Inc.
+2.07%
+$257,446.98 
PDD PDD Holdings Inc. American Depositary Shares
+2.05%
+$11,069.33 
AVGO Broadcom Inc.
+1.95%
+$1.85M 
DDOG Datadog, Inc. Class A Common Stock
+1.93%
+$201,366.46 
MSFT Microsoft Corp.
+1.74%
+$2.32M 
GOOG Alphabet Inc
+1.65%
+$612,040 
TMUS T-Mobile US, Inc.
+1.62%
+$72,167.32 
KSS Kohl's Corporation
+1.56%
+$63,859.32 
GOOGL Alphabet Inc
+1.54%
+$2.2M 
MPC Marathon Petroleum Corporation
+1.52%
+$170,139.09 
CRM Salesforce Inc
+1.4%
+$109,091.55 
MU Micron Technology, Inc.
+1.39%
+$948,035.6 
NOW ServiceNow, Inc.
+1.34%
+$167,605.77 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+1.34%
+$18,415.87 
COP ConocoPhillips
+1.33%
+$122,386.23 
LNG Cheniere Energy Inc.
+1.28%
+$5,543.98 
EFX Equifax Inc.
+1.26%
+$13,216 
ICE Intercontinental Exchange, Inc.
+1.2%
+$122,155.49 
CVX Chevron Corporation
+1.17%
+$84,978.96 
PGR Progressive Corporation
+1.16%
+$79,427.16 
VST Vistra Corp
+1.16%
+$18,579.6 
IBKR Interactive Brokers Group Inc.
+1.15%
+$3,796 
EQX Equinox Gold Corp.
+1.1%
+$11,875 
EL The Estée Lauder Companies Inc. Class A
+1.07%
+$16,101.36 
MTZ MasTec, Inc. Common Stock
+1.07%
+$77,889.67 
AMZN Amazon.com Inc
+1%
+$1.02M 
BBD Banco Bradesco S.A. ADR
+0.99%
+$36,225 
VRT Vertiv Holdings Co
+0.9%
+$96,215.94 
XOM Exxon Mobil Corporation
+0.86%
+$179,504.77 
P Everpure Inc.
+0.83%
+$48,393.15 
OMC Omnicom Group Inc.
+0.8%
+$2,399.15 
V Visa Inc. Class A
+0.68%
+$465,866.76 
TJX The TJX Companies, Inc.
+0.63%
+$3,880 
T AT&T Inc.
+0.62%
+$18,981.81 
ROST Ross Stores, Inc.
+0.58%
+$2,111.63 
MA Mastercard Incorporated
+0.56%
+$50,226.55 
ACN Accenture plc Class A
+0.52%
+$32,221.5 
AER AerCap Holdings N.V.
+0.52%
+$58,066.56 
ANET Arista Networks, Inc.
+0.51%
+$78,527.48 
SCHW Charles Schwab Corporation
+0.49%
+$14,471.5 
MKL Markel Group Inc.
+0.47%
+$7,133.07 
DUK Duke Energy Corporation
+0.47%
+$20,928.37 
DVN Devon Energy Corporation
+0.46%
+$10,200 
TXN Texas Instruments Inc
+0.44%
+$29,216.65 
META Meta Platforms Inc Class A
+0.42%
+$358,349.12 
FTNT Fortinet Inc.
+0.41%
+$59,280.54 
FCX Freeport-McMoRan Inc.
+0.4%
+$11,486.09 
MDT Medtronic plc
+0.4%
+$34,830.83 
CEG Constellation Energy Corporation
+0.39%
+$41,581.4 
HLT Hilton Worldwide Holdings Inc.
+0.31%
+$6,640 
CASY Casey's General Stores Inc.
+0.29%
+$6,526 
POST Post Holdings Inc.
+0.29%
+$15,453 
APP AppLovin Corporation Class A Common Stock
+0.29%
+$14,446.35 
JKHY Jack Henry & Associates, Inc.
+0.28%
+$11,092.62 
CME CME Group Inc.
+0.22%
+$5,329.01 
IBM International Business Machines Corporation
+0.22%
+$11,627.8 
PCOR Procore Technologies Inc.
+0.18%
+$377.49 
WELL Welltower Inc.
+0.16%
+$1,142.8 
KGC Kinross Gold Corporation
+0.13%
+$3,300 
B BARRICK MINING CORP Common Stock (ABR0)
+0.12%
+$1,044.48 
CDNS Cadence Design Systems, Inc.
+0.09%
+$4,031.24 
MAR Marriott International Inc. - Class A
+0.09%
+$2,040 
HESM Hess Midstream LP
+0.09%
+$1,972.53 
BSX Boston Scientific Corporation
+0.03%
+$1,439.33 
NDAQ Nasdaq, Inc.
+0.02%
+$1,007.32 
TRGP Targa Resources Corp.
0%
+$22.22 
ETN Eaton Corporation plc
0%
+$105.03 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IMMX Immix Biopharma Inc.
-13.95%
-$595,729.42 
CSL Carlisle Companies Inc.
-5.23%
-$16,245 
MTH Meritage Homes Corporation
-4.19%
-$46,329.67 
CMG Chipotle Mexican Grill, Inc.
-4.08%
-$83,153.52 
DHI D.R. Horton, Inc.
-3.5%
-$9,450.61 
ORCL Oracle Corporation
-3.39%
-$218,515.4 
DELL Dell Technologies Inc.
-3.3%
-$362,925.56 
CSTM Constellium SE
-3.09%
-$143,289 
URI United Rentals, Inc.
-3.03%
-$37,675.4 
TSLA Tesla, Inc.
-2.93%
-$358,099.03 
EMR Emerson Electric Co.
-2.82%
-$91,738.96 
BN Brookfield Corporation
-2.72%
-$317,524.3 
ULS Ul Solutions Inc.
-2.68%
-$141,705 
HSLV Highlander Silver Corp.
-2.56%
-$26,250 
LQDA Liquidia Corporation
-2.54%
-$223,807.5 
AZN AstraZeneca PLC American Depositary Shares
-2.53%
-$445,081.48 
MAIN Main Street Capital Corporation
-2.47%
-$38,020.24 
GE General Electric Company
-2.47%
-$228,096.49 
UBS UBS Group AG
-2.44%
-$533,932.92 
DE Deere & Company
-2.43%
-$23,626.83 
LOW Lowe's Companies Inc.
-2.38%
-$5,064.16 
OC Owens Corning
-2.38%
-$19,104.12 
MS Morgan Stanley
-2.3%
-$8,058.58 
MRK Merck & Co., Inc.
-2.23%
-$111,186 
LLY Eli Lilly and Company
-2.23%
-$1.79M 
NFLX Netflix, Inc.
-2.16%
-$254,228.27 
LRCX Lam Research Corporation
-2.13%
-$156,913.95 
CAT Caterpillar Inc.
-2.08%
-$122,841.6 
AMT American Tower Corporation
-2.06%
-$227,451 
CP Canadian Pacific Kansas City Limited
-2.05%
-$150,698.62 
KLAC KLA Corporation
-2.03%
-$308,836.8 
SHW The Sherwin-Williams Company
-2%
-$147,779.77 
SSRM Ssr Mining Inc.
-1.96%
-$76,500 
XYL Xylem Inc.
-1.96%
-$48,091.2 
HD The Home Depot, Inc.
-1.92%
-$317,883.3 
CVSA Adtalem Global Education Inc.
-1.9%
-$89,912.25 
BDX Becton, Dickinson and Company
-1.89%
-$20,321.88 
MNST Monster Beverage Corporation
-1.89%
-$55,200 
PLD Prologis Inc.
-1.86%
-$58,115.9 
ECL Ecolab Inc.
-1.79%
-$23,374.2 
FAST Fastenal Co.
-1.79%
-$167,197.25 
AX Axos Financial Inc.
-1.79%
-$111,161 
PEP PepsiCo, Inc.
-1.74%
-$139,677.44 
SNX TD Synnex Corporation
-1.7%
-$173,736.28 
CL Colgate-Palmolive Company
-1.68%
-$15,132 
AAPL Apple Inc.
-1.65%
-$3.04M 
RIO Rio Tinto Plc Sponsored ADR
-1.65%
-$24,099.26 
DB Deutsche Bank AG
-1.65%
-$119,564.68 
ARCC Ares Capital Corporation
-1.62%
-$127,869.11 
SOFI SoFi Technologies, Inc.
-1.6%
-$47,924.44 
AZO AutoZone Inc.
-1.6%
-$11,183.75 
WMT Walmart Inc.
-1.59%
-$208,653.9 
MDLZ Mondelez International, Inc.
-1.52%
-$30,851.82 
DIS The Walt Disney Company
-1.5%
-$33,424.86 
AWK American Water Works Company, Inc.
-1.48%
-$30,767.85 
BLK BlackRock, Inc.
-1.48%
-$299,482.58 
JNJ Johnson & Johnson
-1.48%
-$420,040.52 
SNPS Synopsys, Inc.
-1.47%
-$6,864.32 
ORLY O'Reilly Automotive Inc.
-1.42%
-$67,791.5 
WFC Wells Fargo & Company
-1.41%
-$156,200.16 
SCI Service Corporation International
-1.39%
-$18,530 
CPNG Coupang Inc.
-1.38%
-$17,376.27 
NET Cloudflare Inc.
-1.37%
-$149,309.6 
RACE Ferrari N.V.
-1.36%
-$10,881.38 
MCO Moody's Corporation
-1.36%
-$15,394.25 
FIGS Figs Inc.
-1.36%
-$37,548 
AME Ametek Inc.
-1.35%
-$129,539.55 
DKS Dick's Sporting Goods, Inc.
-1.34%
-$33,124.64 
NKE Nike, Inc. - Class B
-1.28%
-$9,927.12 
BKNG Booking Holdings Inc.
-1.27%
-$146,655.62 
PFE Pfizer Inc.
-1.26%
-$255,258.54 
BAC Bank of America Corporation
-1.26%
-$141,441.3 
PANW Palo Alto Networks, Inc.
-1.25%
-$339,587.68 
NEE NextEra Energy, Inc.
-1.23%
-$191,460.86 
D Dominion Energy, Inc.
-1.23%
-$117,828.45 
AXP American Express Company
-1.22%
-$48,981.35 
COR Cencora, Inc.
-1.22%
-$43,982.28 
LOGI Logitech International S.A.
-1.2%
-$10,026.96 
MCK McKesson Corporation
-1.18%
-$46,148.1 
ROL Rollins, Inc.
-1.18%
-$15,370 
QLYS Qualys, Inc.
-1.17%
-$43,926.3 
BMY Bristol-Myers Squibb Company
-1.15%
-$3,270.4 
VRTX Vertex Pharmaceuticals Incorporated
-1.14%
-$27,947.76 
MEDP Medpace Holdings Inc.
-1.12%
-$21,000 
O Realty Income Corporation
-1.08%
-$98,740.41 
CAH Cardinal Health Inc.
-1.07%
-$62,283.75 
ROK Rockwell Automation, Inc.
-1.06%
-$47,676.6 
IDXX IDEXX Laboratories, Inc.
-1.05%
-$11,145.24 
TMO Thermo Fisher Scientific Inc.
-1.03%
-$36,847.52 
GS The Goldman Sachs Group, Inc.
-1.01%
-$13,669.04 
AON Aon plc
-1.01%
-$14,164.74 
JPM JPMorgan Chase & Co.
-1.01%
-$687,623.82 
PG Procter & Gamble Co
-1%
-$301,585.5 
ACI Albertsons Companies, Inc.
-0.99%
-$25,785 
TPR Tapestry Inc.
-0.99%
-$36,967.5 
WINA Winmark Corporation
-0.97%
-$34,817.6 
USAS Americas Gold and Silver Corporation
-0.93%
-$6,125 
ADBE Adobe Inc.
-0.92%
-$29,295 
RSG Republic Services, Inc.
-0.88%
-$6,604.65 
TIGO Millicom International Cellular S.A.
-0.86%
-$26,910.15 
DHR Danaher Corporation
-0.85%
-$26,731.96 
SO The Southern Company
-0.84%
-$4,062.4 
ZTS Zoetis Inc.
-0.82%
-$21,063.42 
WPM Wheaton Precious Metals Corp.
-0.82%
-$17,770.95 
ABNB Airbnb, Inc.
-0.8%
-$43,404.29 
BAP Credicorp Ltd.
-0.8%
-$16,734.91 
GILD Gilead Sciences Inc.
-0.78%
-$3,481.8 
UNH UnitedHealth Group Incorporated
-0.76%
-$56,768.03 
COST Costco Wholesale Corporation
-0.74%
-$41,866.04 
MSCI MSCI Inc.
-0.74%
-$4,561.89 
COF Capital One Financial Corporation
-0.73%
-$8,362.32 
SLB Schlumberger Limited
-0.71%
-$1,742 
TDG TransDigm Group Inc.
-0.71%
-$10,318.28 
HEI Heico Corporation
-0.7%
-$14,400 
AMAT Applied Materials, Inc.
-0.69%
-$121,539.66 
YUM Yum! Brands, Inc.
-0.67%
-$28,660.5 
TT Trane Technologies plc
-0.67%
-$3,324.06 
QCOM QUALCOMM Incorporated
-0.66%
-$39,123.45 
ABBV AbbVie Inc.
-0.66%
-$80,954.43 
CSCO Cisco Systems, Inc.
-0.65%
-$119,384.93 
CHD Church & Dwight Co., Inc.
-0.63%
-$1,469.4 
PM Philip Morris International Inc.
-0.62%
-$52,878 
GLW Corning Incorporated
-0.61%
-$7,786.02 
APH Amphenol Corporation
-0.6%
-$3,455.27 
UBER Uber Technologies, Inc.
-0.57%
-$53,644.4 
WCN Waste Connections Inc.
-0.55%
-$3,666 
SPGI S&P Global Inc.
-0.55%
-$42,088.14 
MCD McDonald's Corporation
-0.53%
-$130,464.1 
REGN Regeneron Pharmaceuticals, Inc.
-0.5%
-$1,070.73 
EIX Edison International
-0.5%
-$13,826.28 
EQIX Equinix, Inc.
-0.49%
-$68,051.12 
SPG Simon Property Group, Inc.
-0.46%
-$51,293.84 
MRSH Marsh & McLennan Companies, Inc.
-0.44%
-$2,493.12 
CRWD CrowdStrike Holdings, Inc.
-0.43%
-$103,944.18 
ADI Analog Devices, Inc.
-0.4%
-$993.83 
AEM Agnico Eagle Mines Limited
-0.39%
-$7,446.5 
C Citigroup Inc.
-0.36%
-$13,423.09 
VRSN Verisign Inc.
-0.33%
-$19,082.7 
HCA HCA Healthcare Inc.
-0.3%
-$40,258.46 
VZ Verizon Communications Inc.
-0.3%
-$13,196.3 
NEM Newmont Corporation
-0.29%
-$12,867.92 
SYK Stryker Corporation
-0.27%
-$22,738.93 
WM Waste Management, Inc.
-0.26%
-$18,090.45 
A Agilent Technologies Inc.
-0.26%
-$958.8 
ALC Alcon Inc.
-0.24%
-$9,154.67 
MO Altria Group, Inc.
-0.23%
-$20,144.15 
NVDA NVIDIA Corporation
-0.19%
-$304,100.55 
EC Ecopetrol S.A. Sponsored ADR
-0.19%
-$300 
BNY BlackRock New York Municipal Income Trust
-0.18%
-$2,259.97 
MCHP Microchip Technology Incorporated
-0.17%
-$7,427.56 
DG Dollar General Corporation
-0.17%
-$8,738.1 
HTHT H World Group Limited American Depositary Receipt
-0.14%
-$756 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$41,967.18 
TTE TotalEnergies SE
-0.09%
-$8,137.64 
NYT New York Times Co.
-0.08%
-$4,227.78 
ARIS Aris Water Solutions Inc.
-0.07%
-$400 
YUMC Yum China Holdings Inc.
-0.07%
-$684 
CB Chubb Limited
-0.06%
-$10,302.98 
CVS CVS Health Corporation
-0.06%
-$3,051 
KO The Coca-Cola Company
-0.04%
-$23,522.62 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$3,380 Events
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Dividends
Dividend Analysis
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| Trades 2367 | Longs Won 1226/2367 51% | Profit Factor 2.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.56M |
| Average Win $564,078.21 | Best Trade (Jul 24) $43.69M | Sharpe Ratio -12.25 |
| Average Loss -$281,058.4 | Worst Trade (Sep 30) -$12.16M | Z-Score -1.58 (89.41%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy $156,684.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Martin Schoeffel?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $7.54M, Broadcom Inc - $5.79M, Fortinet Inc - $4.13M, 3M Company - $3.86M, and Walmart Inc - $3.28M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Apple Inc - $9.01M, UnitedHealth Group Incorporated - $8.14M, Microsoft Corp - $7.32M, NVIDIA Corporation - $6.84M, and Alphabet Inc - $6.59M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Martin Schoeffel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.48M earned over time. The largest contributors to dividend income include The Coca-Cola Company - $2.04M, Microsoft Corp - $1.62M, JPMorgan Chase & Co - $1.1M, Pfizer Inc - $977,831.06, and American Tower Corporation - $893,091.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Martin Schoeffel's monthly returns?
Martin Schoeffel's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Martin Schoeffel's strategy be considered aggressive or moderate?
Martin Schoeffel's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Martin Schoeffel's strategy?
Martin Schoeffel's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
